![Dan Brown](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Dan Brown
Director of Investments at Richardson Capital Management LLC
Dan Brown active positions
Companies | Position | Start | End |
---|---|---|---|
Richardson Capital Management LLC
![]() Richardson Capital Management LLC Investment ManagersFinance Part of Richardson Financial Group, Inc., Richardson Capital Management LLC provides investment advice. The company is based in Menomonee Falls, WI. | Investment Committee Member | 2017-04-30 | - |
Director of Investments | 2017-04-30 | - | |
Portfolio Manager-Equities | 2017-04-30 | - |
Career history of Dan Brown
Former positions of Dan Brown
Companies | Position | Start | End |
---|---|---|---|
Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Investment Committee Member | 2012-12-31 | 2017-04-30 |
Portfolio Manager-Equities | 2012-12-31 | 2017-04-30 | |
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portfolio Manager-Equities | 1996-12-31 | 2012-05-30 |
Kemper Securities, Inc. | Corporate Officer/Principal | 1989-12-31 | - |
Bank Mutual
![]() Bank Mutual Savings BanksFinance Part of Associated Banc-Corp, Bank Mutual operates as a federally chartered savings bank. The company is based in Milwaukee, WI. David A. Baumgarten has been the CEO of the company since 2010. | Corporate Officer/Principal | 1989-12-30 | 1989-12-30 |
Harris Investment Management, Inc.
![]() Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Portfolio Manager-Equities | 2013-04-30 | - |
Training of Dan Brown
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 2 |
Investment Committee Member | 2 |
Sectoral
Finance | 7 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Harris Investment Management, Inc.
![]() Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Finance |
Kemper Securities, Inc. | Finance |
Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |
Bank Mutual
![]() Bank Mutual Savings BanksFinance Part of Associated Banc-Corp, Bank Mutual operates as a federally chartered savings bank. The company is based in Milwaukee, WI. David A. Baumgarten has been the CEO of the company since 2010. | Finance |
Richardson Capital Management LLC
![]() Richardson Capital Management LLC Investment ManagersFinance Part of Richardson Financial Group, Inc., Richardson Capital Management LLC provides investment advice. The company is based in Menomonee Falls, WI. | Finance |
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